See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E. COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $21,610 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG-RYDING COMPANY INC. Service code 13 | Contract Administrator | $8,644 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,346 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,057 |
TRUOG-RYDING COMPANY, INC.2 years Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,582 | $59,839+54.7% | $81,983+12.9% | $79,858+15.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 16.69% | 17.56%-0.9pp | 41.31%-24.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,812 | $1,713+122.5% | $2,498+52.6% | $2,471+54.3% |
| Participant deferral / active EE | $4,665 | $2,695+73.1% | $3,722+25.3% | $3,740+24.7% |
| Admin fee / account holder | $287 | $4,287-93.3% | $5,664-94.9% | $5,306-94.6% |